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An Overview Of Costco’s Q1 Earnings and Beyond

by Trefis Team
Costco ‘s (NASDAQ: COST) fiscal first quarter earnings per share came in below market expectations on an adjusted basis, while revenues saw a slight beat. In Q1, Costco’s total revenue increased 10% year-over-year (y-o-y) to around $3...
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What Is TripAdvisor’s Fair Value?

by Trefis Team
TripAdvisor  (NASDAQ: TRIP) has delivered a solid performance so far this year, driven by a turnaround in its Hotel business and solid demand for its Non-Hotel business, particularly the Restaurants and Experiences segment. In fact, the company&#...
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Samsung Electronics: What Lies Ahead In 2019?

by Trefis Team
Samsung Electronics  (OTC:SSNLF) had a relatively good 2018, driven primarily by continued strong pricing for DRAM, which helped to more than offset weakness in the company’s mobile and NAND memory business. In this note, we take a look at the ye...
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How Much Will Old Navy Contribute To Gap Inc.’s Top Line Growth In The Next 3 Years?

by Trefis Team
Gap Inc.  (NYSE: GPS) has performed modestly over the past couple of years. The company saw its revenue fall by nearly 4% between 2015-2016, largely due to a 2% decline in comparable sales. The tepid performance was mainly due to a 3% and 7% decl...
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Can Intel Be A $65 Stock By Next Year?

by Trefis Team
Intel’s  (NASDAQ:INTC) stock reached $57 levels in June 2018, before a slight pullback to $48 levels currently. While we estimate the fair stock price to be around $58, it is worthwhile to explore what would it take for the company’s stock ...
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Aerie Momentum Continues For American Eagle, Future Looks Bright Despite A Slightly Weak Guidance

by Trefis Team
American Eagle Outfitters ‘s (NYSE:AEO) stock fell in the aftermath of its third quarter earnings release which was likely a result of its weak earnings guidance for Q4 rather than Q3 performance. The company expects the earnings to come in...
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A Look At Alphabet’s Non-Search Businesses

by Trefis Team
While Alphabet (NASDAQ:GOOG) has seen tremendous success with its search business, the company’s other consumer initiatives have gone largely under the radar. The rise of cloud computing, coupled with Google’s technological prowess and increasing...
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Is IBM Undervalued?

by Trefis Team
After shaking up the cloud market with its $34 billion acquisition of Red Hat, IBM (NYSE:IBM) has seen sideways movement in its stock. The market seems to be discounting the potential of the Red Hat deal, IBM’s focus on newer technologies and the...
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Sizing Up Potential Synergies Of The T-Mobile And Sprint Merger

by Trefis Team
The merger between T-Mobile  (NASDAQ:TMUS) and Sprint  (NYSE:S) is expected to come to fruition by Q2 2019, as the U.S. Department of Justice and FCC complete their review of the transaction (related:  Sprint T-Mobile Merger: A Look At Some Of Th...
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How Much Will Abercrombie & Fitch’s Revenue Grow In The Next 3 Years?

by Trefis Team
Abercrombie & Fitch (NYSE:ANF) has had a mixed couple of years. The company saw its revenue fall by nearly 5% between 2015-2016, mainly due to a 5% decrease in comparable sales. The poor performance was largely due to an 11% decrease in compa...
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How Much Will Paychex’s Revenue Grow in the Next 2 Years?

by Trefis Team
Paychex, Inc  (NASDAQ: PAYX) has seen decent growth in sales and steady profits the past several years. During the latest quarter, net sales of the company increased by 9% y-o-y to $862.8 million, driven by growth across all major human capital m...
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Improvements in Operational Efficiency To Drive Petrobras Stock

by Trefis Team
Petrobras ADR (NYSE:PBR)  Since the previous oil drop in 2016 where the price of Brent dropped to ~$26, oil companies have been increasing moving towards making their operations more efficient. Petrobras, in recent times, has seen a fall in volum...
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How Oil Prices Will Affect Airline Stock Performance Going Forward

by Trefis Team
Oil prices have fallen from a 52-week high of 76 dollars per barrel to almost 54 dollars per barrel in recent times.  This represents around a 28% fall.  With this fall airlines such as American, Delta, and Southwest have all seen their stocks ri...
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Is The Recent Baidu Sell-Off Justified?

by Trefis Team
The ongoing China – U.S. trade dispute has caused most Chinese stocks to fall, and Baidu (NASDAQ:BIDU) is no exception. The company’s stock has traded down nearly 10% since December 3, and is down nearly 35% in the past six months. Gi...
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Why BuzzFeed Should Delay Its IPO Further

by Trefis Team
BuzzFeed is a digital media company with news, quizzes and other entertaining content on its platform. The company also specializes in creating short video content around food and do-it yourself hacks, and depends fairly heavily on social media p...
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